A case study helps determine a plan of action for clients

Trust settlors face an array of decisions, some with deadlines as early as year-end

Overcoming unwarranted fears of the Shark (Fin CLAT)

What happens when a stockholder with earnings and profits wants to sell his stock?

When is enough, enough?

• Recapitalization of family company caused taxable gift under IRC Section 2701—In Chief Counsel Advice 201442053, the Internal Revenue Service ruled that Internal Revenue Code Section 2701 applied to a recapitalization of a family...

Flourishing in the land of wealth